This guide provides TDX Agents with training resources for managing support tickets in TD Work Management (formerly TDNext) version 12.
This training is for the new agent user interface (UX) that will be deployed on May 31, during the scheduled midnight – 4 a.m. maintenance window. For training on the current UX (version 11), please visit the
Training Information page on our project website.
If you would like to follow along with these training videos prior to the new UX being deployed, you can use our
TD Work Management Pre-Release Environment. Note: The pre-release environment was cloned in early January and reflects the system state at that time.
The training follows a sequential approach—you must complete the eLearning courses before beginning the self-paced modules.
In This Article:
eLearning Videos
These short videos are selected from official TeamDynamix training materials and are generally applicable to our TDX environment.
Using TD Work Management: Learn how to navigate the Work Management (TDNext) interface, including accessing applications and browsing content. Duration: 2 minutes.
Ticket Anatomy Explore the structure of an existing ticket, including the meaning and use of various fields and values. Duration: 7 minutes.
Common Ticket Activities: Review frequent ticket actions such as reassigning, updating, and editing tickets. Duration: 7 minutes.
Explaining the Actions Button in a Ticket: Understand the features available when you click the Actions button on a ticket. Duration: 6 minutes.
Instructor-Led Videos
These videos are created specifically for our TDX environment and provide more in-depth instruction.
Prerequisite: Completion of the eLearning courses listed above.
Using TD Work Management: Get familiar with the TDNext interface, including how to access applications and navigate content. Duration: 3 minutes.
Creating New Tickets in TD Work Management: Learn how to create various types of tickets and related activities. Duration: 6 minutes.
Interacting with Existing Tickets: Know how to add work notes, send notifications, update ticket status, assign or reassign tickets, flag tickets, and view or attach files. Duration: 18 minutes.
Searching and Filtering Tickets: Discover how to search for and filter tickets based on your criteria. Duration: 5 minutes.
Accessing Assignments in the My Work Application: Learn how to use the My Work application to locate and manage your assigned tickets. Duration: 1 minutes.
Creating and Editing Dashboards: Get an overview of how to create and customize dashboards using reports and widgets. Duration: 4 minutes.
Creating and Editing Reports: Learn how to generate or update ticket reports for tracking and analysis. Duration: 7 minutes.
New UX Webinars
These webinars were held in to prepare TDX agents for the new user interface (UX). They include a high level overview and ample Q&A time, the training recordings are strongly recommended as a prerequisite.
New TDX agent UX Q&A Webinar 1: First of two webinars held on 5/13/25.
New TDX agent UX Q&A Webinar 2: Will be held on 5/29/25.